Kurtis Tranter
BA(Hons) DipPFS
Kurtis has worked in the financial services sector for the past 7 years, the last 5 of those as a Financial Planner at St. James's Place and has recently joined Rees Wealth Management to further his career.
He is a pragmatic financial planner, who believes in building and nurturing long term trusted relationships with his clients, to help meet their goals and objectives. Kurtis enjoys unpicking complex financial situations and creating straightforward effective solutions for his clients.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
